Cheyenna Fournier
New Britain,CT
Summary
Client Relations Manager with solid experience in high volume contact center environments. Solid skills gaining trust of individuals, leading diverse teams and winning customer satisfaction. Superb command of project management, client conflict resolution and business management.
Overview
5
5
years of professional experience
Work History
CLIENT RELATIONS MANAGER
WEALTH MANAGEMENT GROUP OF NORTH AMERICA
08.2022 - 09.2023
- Oversaw a diverse portfolio of clients, ensuring that each account received personalized attention and care tailored to their unique needs and expectations.
- Coordinated with external strategic business partners to ensure a holistic experience for all clients.
- Implemented improvements to the customer onboarding process, ensuring seamless integration for new clients.
- Assisted in the development of marketing materials targeted at potential clients, showcasing the company's strengths and value proposition.
- Facilitated open lines of communication between clients and internal departments, effectively addressing any concerns or issues that arose.
INDEPENDENT FIELD UNDERWRITER - CONTRACT
SYMMETRY FINANCIAL GROUP
01.2022 - 08.2022
- Reached out to prospective clients to obtain data about their financial resources and needs, the physical condition of the person to be insured, and to discuss any existing coverage
- Customized insurance programs to suit individual customers based on their risk, coverage needs, and budget
- Ensured that policy requirements were fulfilled, including any necessary medical examinations and the completion of appropriate forms.
REGULATORY OPERATIONS CONSULTANT
MML INVESTORS SERVICES
03.2020 - 12.2021
- Performed quarterly access ensure individuals system access corresponds with their business needs
- Navigated 15+ systems to provide information/documentation to the Law, Anti Money Laundering, Corporate Audit, and Compliance departments when requested
- Prioritized daily tasks with large scale projects to ensure all deadlines are met
- Analyzed, manipulated, and validated data with Excel and Alteryx in order to respond to regulatory requests
- Coordinated with multiple departments and outside vendors to fulfill requests made by the SEC, FINRA or state securities regulators.
REPRESENTATIVE SERVICES SPECIALIST
MML INVESTORS SERVICES
07.2018 - 03.2020
- Built relationships with representatives and clients and assisted with all aspects of business submission, account maintenance, NIGO resolution, compensation, tech support, etc
- Efficiently and professionally completed any escalated items
- Collaborated with other departments to resolve complex issues
- Used strong working knowledge of over 20 systems and procedures to educate other CSRs through On-the-job training and side-by-sides
- Consistently met and exceeded adherence, aftercall and quality assurance metrics - received extra points on QA for providing service above and beyond the standard multiple times
- Received Employee of the Month award in December 2019
- Selected to work on several large projects for other departments, including the Supervisory Controls Group, Transitions team, and the Society 1851 teams
- Staffed the General, WMS, VAOE, and Premier Partner lines - primarily worked with the top 250 GDC producing advisors and top 10 advisor teams.
Education
B.A. IN PSYCHOLOGY -
UNIVERSITY OF CONNECTICUT
05.2017
Skills
- Excellent Communication Skills
- 5 Years of Customer-Facing Experience
- Series 7 and 66 Licensed
- Project Management
Timeline
CLIENT RELATIONS MANAGER
WEALTH MANAGEMENT GROUP OF NORTH AMERICA
08.2022 - 09.2023
INDEPENDENT FIELD UNDERWRITER - CONTRACT
SYMMETRY FINANCIAL GROUP
01.2022 - 08.2022
REGULATORY OPERATIONS CONSULTANT
MML INVESTORS SERVICES
03.2020 - 12.2021
REPRESENTATIVE SERVICES SPECIALIST
MML INVESTORS SERVICES
07.2018 - 03.2020
B.A. IN PSYCHOLOGY -
UNIVERSITY OF CONNECTICUT
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